Become a better Clio user
Are you ready to become a better Clio user and take your Clio experience to the next level? Join us for this comprehensive, half-day event where you’ll learn the essentials: from getting started and key features to improve productivity right away, to best practices and making the most of Clio’s latest innovations. Whether you’re brand new to Clio or a seasoned user, these sessions will help you maximize your success with Clio.
Agenda and session information
Use Clio tasks to execute on your next case plan
Using Clio’s Tasks & Task Lists can help make sure that your team is “rowing in the same direction.” In this session, you’ll learn how to:
- Trigger tasks at the right time
- Incorporate procedures into your tasks, and
- Ensure your tasks are assigned to the right people
Maximize efficiency by tracking case progress at glance
Learn how to efficiently track case progress, spot blockers, and quickly take action on cases that need attention. In this session, you’ll discover how to:
- Create custom stages for real time tracking tailored to your practice
- Stay on top of key milestones and tasks with best practices
- Automate workflows to reduce manual work and ensure important steps don’t slip through the crack
Discover best practices for calendaring rules-based deadlines using Court Rules in Manage
Deadlines drive everyday workflows in your law firm and it’s important to get them right. In this session, you’ll learn how to:
- Revisit the fundamentals of legal calendaring and rules-based deadline management.
- Identify common errors that lead to incorrect deadlines.
- Discuss the benefits of dual-entry docketing and how it improves accuracy and compliance.
Optimize your client communications
Learn more about the communication channels, tools, and best practices that will help your firm collaborate with clients with less effort. In this webinar, you can expect to learn:
- How to get started with Clio for Clients and text messaging within Manage
- Best practices for enabling clients to self-serve information
- Tips for how to stay organized and responsive
Spend less time on intake with Grow’s automated workflows
Intake is critical in procuring new business so let’s make sure that it is handled quickly even when you’re busy helping existing clients. In this session we will explore:
- The actions that we can automate within Clio Grow
- Effective automations to maximize your timely response to potential clients
Watch On-Demand
In this webinar, you’ll have the opportunity to:
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Get started with straightforward
instructionsGet clear, easy-to-follow steps on how to get the most out of Clio. Our experts will walk you through each feature, ensuring you feel confident in using the feature to its full potential.
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Gain best practices from real
customersLearn from other customers who have successfully implemented Clio features. We’ll share insights, tips, and proven strategies that have helped others optimize their Clio use and achieve success.
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Engage directly with a Clio
expertLearn how to use Clio more effectively with guidance from a true Clio expert. Whether you’re new to Clio or looking to refine your approach, this webinar is packed with valuable advice.
FAQ
What is the Power Up with Clio series?
The Power Up with Clio webinar series is a monthly event designed to help Clio users maximize their experience with Clio’s features. Whether you’re new to Clio or an experienced user, these webinars provide essential guidance on getting started, best practices, and advanced tips to help you get the most out of your Clio subscription. Each session is led by Clio experts and includes customer insights and real-world strategies to boost your productivity.
Who can attend the Power Up with Clio webinars?
The Power Up with Clio webinars are open to all Clio customers who want to learn more about using Clio effectively. Whether you’re just starting with Clio or are already a seasoned user, these webinars are designed to provide value to anyone looking to level up their skills and knowledge of Clio’s features.
What will I learn in the Power Up with Clio webinars?
In each webinar, you’ll gain:
- Step-by-step instructions on how to get the most out of Clio features.
- Best practices shared by real customers who have successfully implemented Clio to improve their workflows.
- Expert insights from Clio professionals on optimizing your Clio experience and boosting productivity.
Topics will range from basic features to advanced tips, such as client communications, billing, using the Clio mobile app, and more.
How long is each webinar?
Each webinar lasts between 15-30 minutes, making it easy to attend without taking up too much time. The webinars are designed to be concise, informative, and impactful.
When are the webinars held?
The Power Up with Clio webinars are held monthly. The date and time for each session will be announced in advance on this landing page. You can sign up to receive reminders and details for upcoming events.
What if I can’t attend a live webinar?
If you can’t attend a live webinar, don’t worry! We will make each session available as an on-demand recording, so you can watch it at your convenience.
What resources will I receive after attending a webinar?
After each webinar, you’ll receive a follow-up email with a guide or resource that summarizes the key takeaways. This will serve as a helpful reference to keep you on track as you implement what you’ve learned. You will also have access to the on-demand recording of the session.